After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Mind the Lag - Is recession the next stop?
Expert: Ian Rees, Investment Director, Ruffer Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
BondsEquity releaseFinancial AdvisoryGlobal economyInflationInterest
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Informed Choice - Finding value in real assets
Expert: Andrew Gill, Fund Manager, TIME Investments Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Tightening Mode - Risks and opportunities in fixed income
Expert: Peter Fitzgerald, CIO Multi Asset & Macro, Aviva Investors Moderator: Sam Shaw, independent consultant/freelance journalist
12 October 2023A Meeting of Minds Gatekeepers - October 2023
Emerging MarketsEquity releaseFixed IncomeGatekeepersInflationInterest
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Pulse Check - UK Financial Adviser Survey on Meeting Clients' Needs
Expert: Gillian Hepburn, Head of UK Intermediary Solutions, Schroders Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
ClientConsumer DutyFinancial AdvisoryInterestInvestmentsPrivate Market
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Structural Change - Why it’s not too late to consider value done differently
Expert: Bertrand Cliquet, Portfolio Manager/Analyst, Lazard Asset Management Limited Facilitator: David Barks
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
fundGeopoliticsInflationInterestvalueWealth Management and Private Banking
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Regime Change. Navigating the era of higher inflation and interest
Expert: Roger Skeldon, TIME Investments Facilitator: Don Wild, Wild Ochre Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
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Regime Change - A new set of rules for navigating a new investment era
Facilitator: Leigh Fisher. Expert: Paul Skinner
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsGatekeepersInterestInvestmentsliquidityRegulatory Issues
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Taking Interest - The case for reviewing bond allocations in a more polarised world
Facilitator: Paul Kearney. Moderator: Mark Dowding
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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Economic franchises in a time of inflation
Expert: Bertrand Cliquet, Lazard Asset Management Facilitator: Paul Kearney
20 October 2022A Meeting of Minds Gatekeepers - October 2022
GatekeepersGeopoliticsInflationInterestPrivate EquityStrategy
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Pace maker. Setting a safe level of spending in retirement that clients will stick to
Expert: Richard Parkin, Founder, Richard Parkin Consulting
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
DrawdownFinancial AdvisoryInterestMarket TrendsRetirementRetirement Planning
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Later life lending. How the wealth we hold in our property is becoming an ever more vital resource
Expert: Paula Hughes, Jayan Taank Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
distributionFinancial EducationInterestMortgagesPensionRetail Financial Services